Premium Report

 View a Sample of this Report

The primary purpose of the Premium Report is to allow you to fulfill requests for premiums associated with your donation forms.  The report contains the donor name and address, the premium requested, and any options (such as color or size) that the donor has requested.  It also provides additional shipping names and addresses if donors have specified that their premiums be shipped to multiple addresses.

Running this report on a periodic basis will allow you to see all new requests for premiums and fill them promptly.

Use the Premium Report to show:

u       A list of all premiums that your constituents have requested for one or more donation forms.  For each request, the report contains the donor name and address, the premium(s) requested, and any options (such as color or size) that the donor has requested.  It also provides multiple shipping names and addresses if the donor has specified them.

u       A list of all constituents who have requested a specific premium.  Again, for each request, the report contains the donor name and address, the premium requested, and any options (such as color or size) that the donor has requested.  It also provides multiple shipping names and addresses if the donor has specified them.

Run the Premium Report as follows:

1.       Click Data Management on the top-level navigation bar and then select Reports from the drop-down list to open the Report Selection page.

2.       Click the plus sign (+) beside the Donation Classic Reports folder to display the contents of the folder.

3.       Click the link for the Premium Report.

4.       On the Report Configuration page that opens, choose from the following options:

u       Query by Available Donation Forms -- will provide a report giving one transaction record for each time a donor has contributed to the selected donation form(s) and requested a premium. The premium will be listed in the Premium column along with any options such as color or size.  After clicking this option, select one or more donation forms for the report.  You can also choose to Report on all donation forms.

u       Query by Available Premiums -- will provide a report giving one transaction record for each time a selected premium was requested; after clicking this radio button, select one or more premiums from the list provided.

5.       Choose a Date Range for this report.  Choices include:

u       Predefined Date Range (such as All Dates, This Month, This Calendar Year, etc.)

u       Custom Date Range (choose exact dates from the date menus provided)

Tip: Running this report on a periodic basis, such as monthly, will allow you to see all new requests and fill them promptly.

6.       Provide a Label for this report to help you identify it at a later time.  (If you do not provide a label, "Premium Report" and the date will identify the report.)

7.       Click the Submit Report button.  The system will display the Report Results List with Queued as the Status of your report.

8.       Click the Refresh button to update the Status of the report.

9.       When the Status indicates that the report has been Completed, click one of the following icons beside the report:

  (View) icon to display the report on your computer.  You can save or print the report from the displayed view or add the results to a group.  You can also click the Add to My Reports link, provide a brief Description, and click Save if you would like to add this report -- with this configuration -- to the My Reports folder.

  (Print) icon to print the report via your standard Print application.

  (Download) icon to download the file to your local computer or shared network resource.

  (Trashcan) icon to delete the report if you no longer need it.

View the Results of the Premium Report

The Premium Report provides contact and shipping information for donors who have requested a Premium, thus allowing you to fulfill their requests. 

 * Additional lines will indicate additional names and addresses for shipping if donors have requested that premiums be shipped to multiple addresses.